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Should you convert your entire traditional IRA or 401(k) to a Roth at once—or spread Roth conversions over several years? In this episode, Dan Wendol of Dolphin Financial Group explains why a large one-time Roth conversion can create unintended tax consequences and why a strategic, multi-year Roth…
Retirement planning isn't just about saving enough money—it's also about creating a life you'll truly enjoy living. In this episode, Dan discusses one of the most overlooked aspects of retirement: the disenchantment phase. After the excitement of retirement fades, many retirees exper…
Should you really try to stay as busy as possible in retirement? Retirees are often told to fill their calendars, volunteer, stay active, find a purpose, and constantly keep moving. But research from Finland and Sweden suggests there may be another side to that advice. In this episode, Dan Wendol…
The Social Security funding problem has been discussed for decades, but the projected trust fund depletion date is getting closer. In this episode, Dan Wendol examines the PROMISE Act of 2026 and what this proposed legislation could mean for Social Security, retirees, and Americans who are currentl…
Thinking about claiming Social Security before your full retirement age while continuing to work? Many retirees are surprised to learn about the Social Security earnings limit, also known as the Retirement Earnings Test. If you claim benefits early and continue earning wages, your monthly Social S…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Daniel Wendol 에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.